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Nvidia (probably) saved the day
Together with Good Morning, Nvidia’s crucial earnings beat didn’t do much to boost stock market sentiment after-hours, at a time where US equities are already taking a beating. On a related note, active fund allocation to Big Tech stocks fell to the lowest since 2008. Move on from the daily deluge of tedious tasks and …
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Mediocre 7
Together with Good Morning, US stocks tumbled further after another round of pessimistic economic data, with major indexes turning negative YTD and Big Tech stocks taking a blow on the compounding threat of Chinese AI competition. Investors are nevertheless unironically hoping for Nvidia’s earnings today to change the tide. Automate your complicated business spend and …
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When AI meets Wall Street. A deep dive on Brightwave
Brightwave is revolutionizing the way Wall Street professionals work with their powerful AI platform. If you work in financial services, this deep dive is for you.
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AI-Powered Crusaders
Good Morning, Markets are in for another busy week ahead with oil bros on their toes and virtually every major central bank gathering for rate decisions. A few interesting developments on the tech side as well with Meta planning massive job cuts and delaying the launch of its AI model, Travis Kalanick launching a new …
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“Claude, open the Strait of Hormuz”
Together with Good Morning, The Iran conflict is causing the largest oil supply disruption ever, Russia is raking $150M/day in extra revenue from surging oil prices, US launched unfair-trade probes to rebuild tariff pressure, and US stocks and global bonds fell to new YTD lows as the Iran conflict escalated. Cognitive Credit published an insightful …
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Exiting into Stealth
Together with Good Morning, Iran struck commercial ships in the Strait of Hormuz, Goldman's private markets clients are glad about the Iran war 'distraction,' JPMorgan cut lending to private credit firms, and the Pentagon is headhunting Wall Street's top bankers for a $200B PE-style 'Economic Defense Unit.' If you actively trade derivatives alongside your buy-and-hold …
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California Unveils Crucial VC Regulation
Together with Good Morning, A quickly deleted tweet by energy secretary Christ Wright sent oil markets on another wild ride. Elsewhere, Trump is preparing for a 2028 succession, Sergey Brin is bankrolling Republicans for California governor, and California is requiring VCs to ask founders if they are gay. Invest before the IPO. Get access to …
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A Fun Weekend for the Oil Longmaxxers
Together with Good Morning, Tail-risk hedges are rallying, CTAs are maxed out on US oil longs, traders are pricing in 2026 rate hikes for Europe, and oil reversed its dramatic rally after Trump signaled an end to the Iran conflict. Diversify beyond volatile stocks and bonds with Percent, a highly democratized private credit market for …
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Price of the Barrel Going Up
Together with Good Morning, Happy Black Gold Monday to all who celebrate. Happy situation (and portfolio) monitoring to everyone else. Columbia Business School Exec Ed and Wall Street Prep launched a comprehensive online program on AI for Business & Finance, covering everything from GenAI foundations to advanced ML, all while offering access to a global …
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“If they rise, they rise”
Together with Good Morning, Berkshire resumed buybacks, Robinhood launched an actual platinum card, UAE is exploring freezing Iranian assets, Oracle is planning to cut thousands of jobs, Wells Fargo is free of consent orders for the first time in 15 years, and US is weighing all options to tame oil prices despite Trump's priority on …
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Bad Time to Be Blue Owl
Together with Good Morning, Korea stocks had their best day ever after posting their worst day ever, Morgan Stanley cut 3% of jobs across all major divisions, Blue Owl shorts hit an ATH on private credit fears, Anthropic ARR hit $20B, and Trump said AI companies need 'PR help' after backlash over data centers. On …
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Bad time to be a Big Mac
Together with Good Morning, Blackstone's flagship private credit fund and McDonald's CEO came under fire yesterday as global markets continue to reel from the Iran situation. BILL just released their latest controller toolkit: an essential reference guide for finance teams looking to increase efficiency, visibility, and control as they scale strategically. Let's dive in. Before …
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Whatever It Takes
Together with Good Morning The Iran strikes continued yesterday while Claude went down. The situation monitors say the events are related. Mizuho's head of America IB Michal Katz shared some insightful thoughts on the AI-led SaaS selloff. Read more below. Let's dive in. Before The Bell As of 3/2/2026 market close. Learn more about the …
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Regime Change Ahead of Schedule
Together with Good Morning, A long weekend of monitoring the situation. A long week ahead of monitoring the portfolio (and filling in the Europeans on everything they missed outside work hours)…🤦 Automate your customer service conversations with Bland, the fastest conversational AI in the world. Let's dive in. Before The Bell As of 2/27/2026 market …
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Big Invoice Coming Larry Ellison’s Way
Together with Good Morning, Traders are pouncing on tariff refund chaos, Anthropic rejected Pentagon's 'best and final offer,' Wall Street is turning to complex trades to dodge AI implosions, Korea's historic stock rally is getting another boost, and Paramount is set to acquire Warner Bros. after Netflix walked away from the high-stakes bidding war. ICYMI: …